See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,875 | $95,416+90.6% | $185,823-2.1% | $85,850+111.9% |
| Participation rate | 78.8% | 68.8%+10.0pp | 81.7%-2.9pp | 69.3%+9.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,676 | $3,314-49.4% | $5,167-67.6% | $2,565-34.7% |
| Participant deferral / active EE | $3,816 | $3,423+11.5% | $5,568-31.5% | $3,952-3.4% |
| Admin fee / account holder | $46,717 | $7,213+547.7% | $16,237+187.7% | $6,260+646.3% |